Member Splash comes pre-configured with four standard user roles that make it a breeze to provide controlled access to your club’s data: Board, Manager, Staff and Member.

 

Users vs Account Members

 

An important concept to understand is the difference between users and members. Every membership account in Member Splash consists of at least one member. Even though each member of an account’s information is tracked individually, they share a single account and a single account login. You can think of the account as being the “user” and the members as being extra data linked to that user.

 

Member Splash automatically creates one user account for each of the three non-Member user roles. These users are not tied to an account. In this image the large circles represent users — there is a login and password for them and they can be used to access the site. The smaller circles represent members, there is no login or password, they only track information linked to the account.

Default Permissions

 

All of your club members are assigned the user role Member. When someone logs in with that role they only have access to the front end of your site.

 

Users with the Board role are granted full permissions. When they log in they are automatically taken to the admin dashboard. They have the ability to go back and forth from the front end of the site to the admin side. They have the ability to view and manage member data, payments, the front desk checkin system, emails and any additional features that are included in your service plan, such as the ability to post events or add new pages.

 

Users with the Manager role have a subset of the permissions the Board users have. The primary differences are that while they can view member account information they can not create, edit or delete member accounts. They don’t have the ability to manage settings, such as changing supported payment methods. Perhaps most significant, they can not view financial information such as payments.

 

The Staff user role is extremely limited and meant for front desk attendants. They can only access the Member Splash check-in screens. The key information they might need to know — such as contact info. for parents or guardians should there be an emergency — is visible from the check-in screen. Everything else is inaccessible to them.


Managing Board Members

 

Typically a club will want to grant certain board members access to Member Splash. A membership chair would need to be able to access the member account and payment information. A social chair might need to be able to post events and manage event reservations.  Please see out full article on adding new users